Ricardo Llanos

Private Portfolio of San Diego

29 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Portfolio of San Diego

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

93 clients

Average Client Portfolio

$984K average

Assets Under Management

$91.5M

Location

7816 Ivanhoe Ave Ste 10, La Jolla, CA, 92037-4535

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ricardo operates a small organic farm in Brownsville, TX. This activity is not investment-related.

Employment History

Current Registrations

Private Portfolio of San Diego

August 2024 - Present · 1 yr 6 mos

Private Portfolio, INC.Broker

October 2020 - Present · 5 yrs 4 mos

Private Portfolio, INC.

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

Insight Securities, INC.

August 2009 - February 2024 · 14 yrs 6 mos

Precise Investment Management, LLC

August 2007 - August 2009 · 2 yrs

Insight Securities, INC.Broker

October 2004 - September 2020 · 15 yrs 11 mos

Private Portfolio of San Diego, INC.Broker

May 2001 - October 2004 · 3 yrs 5 mos

Inverworld Securities, INC.Broker

May 1996 - May 2001 · 5 yrs

State Registrations2 states

FLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.